- BS Business, 1988, Kelley School of Business, Indiana University, Bloomington, Indiana
- JD, 1992, Louis D. Brandeis School of Law, University of Louisville, Louisville, Kentucky
- American College of Trust and Estate Counsel: (Fellow, 2011-present)
- Trust & Estate Specialty Board: (Past Co-Chair, 2010-13)
- National Academy of Elder Law Attorneys, Indiana and Illinois Chapters
- Illinois State Bar Association: Business Advice and Financial Planning Section; Elder Law Section; Real Estate Law Section; Trusts and Estates Section; and Alternative Dispute Resolution Section.
- Indiana State Bar Association: Probate, Trust, & Real Property Section, (Past Chair, 2009-10); Elder Law Section; Business Law Section; Agricultural Law Section; GP, Solo & Small Firm Section; Alternative Dispute Resolution (ADR) Section; Board of Governors (1996-98, 2006-10, and 2012-16); House of Delegates (Past Chair, 2009-10); and Past President (2014-15).
- Sullivan County Bar Association
- Terre Haute Bar Association
Registration & Specialty Certification